UBS Wealth Management Americas to speak at 24th Annual NASPP Conference

NEW YORK--(BUSINESS WIRE)-- UBS Wealth Management Americas today announced that four representatives from UBS Equity Plan Advisory Services (EPAS) have been selected as speakers for the National Association of Stock Plan Professionals (NASPP) 24th Annual Conference, to be held from October 24 - 27 in Houston, TX. With nearly 6,000 members, NASPP is the leading membership association in the field of equity compensation. The conference is a premier event for those involved in the granting, servicing and management of equity compensation, attracting close to 2,000 attendees and delivering critical guidance on the latest developments, practices and trends in corporate stock plans.

"We are proud to again be one of the sponsors of this year's NASPP conference, where we can continue to share insights with our clients and partners," said Michael Barry, Head of UBS Equity Plan Advisory Services.

On October 25 and 26, Michael Nannini, Head of Participant Experience, will facilitate group discussions on "Employee Education and Communication," where attendees will share individual experiences and best practices, as well as seek feedback from peers about equity compensation planning. According to UBS Participant Voice, an industry-wide survey of equity plan participants, employees perceive twice as much value in their equity compensation when they take three specific actions—planning, advice and diversification. In addition, when employees take these three specific actions with UBS, the survey revealed that perceived value increased even more than the industry average.

On October 25, Ryan Trent, Relationship Manager for UBS EPAS, will speak on the panel, “Be Prepared For T+2,” where experts will discuss how the new trade settlement timeline will affect issuers and third-party providers.

At the Ask the Experts Booth, Jesse Amarillas, Senior Vice President, Wealth Management and Tommy Swindle, Manager, Financial Reporting, will offer important insights about administering Rule 10b5-1 Plans and supporting Section 16 services. In addition, they will discuss UBS EPAS's latest research on the behaviors and attitudes of equity plan participants and what participants can do to maximize the value they place on their awards.

UBS recognized as an industry leader

UBS Equity Plan Advisory Services, part of UBS Financial Services Inc., is dedicated to helping companies and their employees recognize the value of equity awards. Most recently, the firm was named as one of the top providers of equity plan services by Group 5, which provides research on equity plan participant satisfaction. UBS EPAS maintained the top ranking in the following categories for partial administration, full administration and/or both: #1 overall satisfaction1, #1 account support1, #1 loyalty1, #1 accessibility and responsiveness2, #1 ease of plan administration platform2, #1 dashboard and analytics tools2, #1 security and privacy of data3, #1 plan event execution2, #1 executive services4, #1 wealth management services5, #1 participant website1, #1 modeling tools5 and #1 overall fee value6.

UBS provides education and access to advice to participants in the U.S. and many countries internationally. Serving more than one million participants in over 150 countries at 170 companies, the firm offers customized plan administration and transaction solutions based on specific issuer needs through both full and partial administration services.

1 2016 Group Five Stock Plan Administration Satisfaction Study, partial administration ratings2 2016 Group Five Stock Plan Administration Satisfaction Study, full administration ratings3 2016 Group Five Stock Plan Administration Satisfaction Study, full administration ratings, shared with AST and Solium4 2016 Group Five Stock Plan Administration Satisfaction Study, partial and full administration ratings (full administration shared with Fidelity)5 2016 Group Five Stock Plan Administration Satisfaction Study, partial administration ratings, shared with E*TRADE6 2016 Group Five Stock Plan Administration Satisfaction Study, partial administration ratings, shared with Morgan Stanley

Notes to Editors

About UBS Wealth Management Americas

Wealth Management Americas is one of the leading wealth managers in the Americas in terms of financial advisor productivity and invested assets. Its business includes UBS’s domestic U.S. and Canadian wealth management businesses, as well as international business booked in the U.S. It provides a fully integrated set of wealth management solutions designed to address the needs of ultra high net worth and high net worth clients.

About UBS Group AG

UBS Financial Services parent company, UBS Group AG, provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.

UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

View source version on businesswire.com: http://www.businesswire.com/news/home/20161021005529/en/

Media
For UBS Wealth Management Americas
Pranita Sookai, +1-212-713-3379
[email protected]

Source: UBS Wealth Management Americas

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